Lloyds Intrepid Wealth Management
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About
Lloyds Intrepid Wealth Management is a fee-only registered investment adviser that provides wealth management and financial planning to individual and high‑net‑worth clients. The firm manages about $61 million in client assets for a small roster of households and offers both discretionary and non‑discretionary portfolio management as well as fixed‑fee and hourly planning engagements.
Investment advice is tailored by client‑specific investment policy statements and is built around a primarily passive framework focused on asset‑class weightings and low‑cost index funds, while also drawing on macroeconomic, fundamental, and technical analysis. Portfolios may be actively adjusted through dynamic allocation decisions, occasional short‑term hedges using unlevered inverse ETFs, and recommendations of private fund allocations for qualified investors.
The firm’s brochure discloses that it offers educational seminars and uses endorsements and testimonials in its advertising, practices that are relatively uncommon among peers. Lloyds Intrepid’s advisory team includes principals with CFP and CFA credentials and provides financial plans at no additional fee to wealth management clients, combining formal credentialing with client education and outreach that stands out for a firm of this size.
Client services
Expertise
Fee options
Financial Planning fixed fee up to $5,000, negotiable
$500,000 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 0.99% $4,000,001 - $6,000,000: 0.90% $6,000,001 - $8,000,000: 0.80% $8,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
$400 per hour, negotiable
Account minimum: $500,000 Fee-only: Financial Planning: fixed fee up to $5,000 (negotiable); hourly fee $400 per hour (negotiable)
Main office
1330 Lake Robbins Dr, Suite 560
The Woodlands TX 77380
Advisors at this office
2
Most active in
Texas
Also doing business as
Lloyds Intrepid LLC · Lloyds Intrepid Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert L
Verified by Warmer
CFA®
The Woodlands, TX
Lloyds Intrepid Wealth Management
Robert Lloyd is a CFA® charterholder with 18 years of industry experience. He is a principal at Lloyds Intrepid Wealth Management, where he has worked since 2020. Prior to that, he spent seven years at Bank of America Merrill Lynch. Lloyds Intrepid Wealth Management is a fee-only firm serving individual and high-net-worth clients, typically with a $500,000 household minimum. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis to adjust allocations, and may use short-term hedging strategies.
Christopher L
CFP®, Series 66
The Woodlands, TX
Lloyds Intrepid Wealth Management
Christopher Lloyd is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyd is based in The Woodlands, TX, and is one of two advisors at Lloyds Intrepid Wealth Management. Lloyds Intrepid Wealth Management provides fee-only wealth management and financial planning to individual and high-net-worth clients. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis, and may use short-term hedging with unlevered inverse ETFs.
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